Financial Service Professional
This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether you're coming from financial services, banking, retail leadership, hospitality, customer service, or another client-focused environment, this role offers a structured path into a thriving industry with significant long-term growth potential.
About the role
As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them serve their clients and grow their businesses. Each day, you'll handle a high volume of inbound calls and inquiries from financial advisors, helping them navigate account questions, operational processes, technology tools, and service requests. Advisors are often working under tight deadlines, so responsiveness, professionalism, and problem-solving skills are critical.
Requirements
- Must have an interest in Financial Services
- Minimum 1-3 years of customer service or call center experience
- Previous banking or financial services experience a plus
- Sign on bonus available for candidates who have already obtained their SIE
Schedule
- Training: Mon-Fri from 7:30am - 3:30pm for 4-6 weeks
- After training must be available for any schedule Mon-Fri between 5:00am - 6:00pm
Pay
$52,000.00/yr
Benefits
- Medical, dental & vision coverage
- HSA (Health Spending Account)
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Critical Illness, Accident, and Hospital insurance
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
- Bonus structure in place after 90 days
Workplace Type
This is a hybrid position in Phoenix, AZ.